Seneca House Advisors
RICHMOND VA · SEC CIK 0001731359
$2.52亿2026Q1 申报市值
96持仓数
47.0%前十大占比 · 第一大 8.1%
5 / 7新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
IBDZ 加仓+$551.17万
FCFS 新建仓+$355.19万
PNFP 新建仓+$213.39万
V 加仓+$199.69万
CRWD 加仓+$182.05万
2026Q1 卖出最多 按季末市值估算
SMLF 清仓-$736.62万
IBDX 减仓-$438.29万
BX 减仓-$309.57万
NEE 减仓-$242.28万
JPM 减仓-$222.27万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| SMLF | ISHARES TR | $0 | 0.00% | 0 | -98,374 | -100.0% | -$736.62万 | 清仓 |
| PFGC | PERFORMANCE FOOD GROUP CO | $0 | 0.00% | 0 | -12,088 | -100.0% | -$108.70万 | 清仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $0 | 0.00% | 0 | -1,091 | -100.0% | -$63.22万 | 清仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -9,250 | -100.0% | -$47.12万 | 清仓 |
| JEMA | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MTB | M & T BK CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| UNH | UNITEDHEALTH GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| XLV | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -1,373 | -100.0% | -$21.26万 | 清仓 |
| CAIE | CALAMOS ETF TR | $0 | 0.00% | 0 | -7,912 | -100.0% | -$21.16万 | 清仓 |
| AXP | AMERICAN EXPRESS CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| KGC | KINROSS GOLD CORP | $0 | 0.00% | 0 | -7,250 | -100.0% | -$20.42万 | 清仓 |
| MRK | MERCK & CO INC | $20.02万 | 0.08% | 1,664 | -457 | -21.5% | -$5.50万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $20.04万 | 0.08% | 985 | 985 | — | $20.04万 | 新建仓 |
| WMT | WALMART INC | $20.34万 | 0.08% | 1,637 | 1,637 | — | $20.34万 | 新建仓 |
| DOV | DOVER CORP | $22.45万 | 0.09% | 1,077 | -47 | -4.2% | -$9,799 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $22.61万 | 0.09% | 3,729 | -227 | -5.7% | -$1.38万 | 减仓 |
| — | CHICAGO ATLANTIC BDC INC | $23.25万 | 0.09% | 24,888 | 100 | 0.4% | $934 | 加仓 |
| IYW | ISHARES TR | $23.73万 | 0.09% | 1,308 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $23.83万 | 0.09% | 641 | 79 | 14.1% | $2.94万 | 加仓 |
| SDY | SPDR SERIES TRUST | $24.19万 | 0.10% | 1,657 | 10 | 0.6% | $1,460 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $24.25万 | 0.10% | 287 | -5 | -1.7% | -$4,224 | 减仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $25.61万 | 0.10% | 2,735 | -148 | -5.1% | -$1.39万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $26.42万 | 0.10% | 1,610 | 56 | 3.6% | $9,191 | 重新持有 |
| ABT | ABBOTT LABORATORIES | $26.58万 | 0.11% | 2,589 | -21 | -0.8% | -$2,156 | 减仓 |
| VUG | VANGUARD INDEX FDS | $27.05万 | 0.11% | 619 | -43 | -6.5% | -$1.88万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $27.63万 | 0.11% | 9,501 | -691 | -6.8% | -$2.01万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $27.68万 | 0.11% | 9,502 | -408 | -4.1% | -$1.19万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $31.44万 | 0.12% | 526 | -6 | -1.1% | -$3,586 | 减仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $36.99万 | 0.15% | 5,057 | -81 | -1.6% | -$5,924 | 减仓 |
| OEF | ISHARES TR | $38.95万 | 0.15% | 1,224 | 1 | 0.1% | $318 | 加仓 |
| LRCX | LAM RESEARCH CORP | $39.63万 | 0.16% | 1,855 | 27 | 1.5% | $5,768 | 加仓 |
| IDXX | IDEXX LABS INC | $40.91万 | 0.16% | 728 | -35 | -4.6% | -$1.97万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $41.20万 | 0.16% | 460 | 6 | 1.3% | $5,374 | 加仓 |
| AVGO | BROADCOM INC | $41.25万 | 0.16% | 1,333 | 88 | 7.1% | $2.72万 | 加仓 |
| LOW | LOWES COS INC | $44.90万 | 0.18% | 1,900 | -10 | -0.5% | -$2,363 | 减仓 |
| META | META PLATFORMS INC | $49.04万 | 0.19% | 857 | 35 | 4.3% | $2.00万 | 加仓 |
| ABBV | ABBVIE INC | $49.30万 | 0.20% | 2,267 | 63 | 2.9% | $1.37万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $49.75万 | 0.20% | 19,821 | 212 | 1.1% | $5,321 | 加仓 |
| NEE | NEXTERA ENERGY INC | $55.20万 | 0.22% | 5,943 | -26,087 | -81.4% | -$242.28万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $56.69万 | 0.23% | 1,975 | 504 | 34.3% | $14.47万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $57.55万 | 0.23% | 18,758 | 13 | 0.1% | $399 | 加仓 |
| — | EXXON MOBIL CORP | $59.05万 | 0.23% | 3,481 | 187 | 5.7% | $3.17万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $59.09万 | 0.23% | 1,233 | -81 | -6.2% | -$3.88万 | 减仓 |
| ORCL | ORACLE CORP | $59.37万 | 0.24% | 4,036 | 38 | 1.0% | $5,590 | 加仓 |
| SO | SOUTHERN CO | $65.63万 | 0.26% | 6,800 | 62 | 0.9% | $5,984 | 加仓 |
| IBDS | ISHARES TR | $65.75万 | 0.26% | 27,128 | 17,423 | 179.5% | $42.23万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $68.01万 | 0.27% | 2,862 | -30 | -1.0% | -$7,129 | 减仓 |
| D | DOMINION ENERGY INC | $68.28万 | 0.27% | 11,045 | -1,196 | -9.8% | -$7.39万 | 减仓 |
| IVV | ISHARES TR | $68.93万 | 0.27% | 1,055 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $70.17万 | 0.28% | 3,054 | -15 | -0.5% | -$3,447 | 减仓 |
| HD | HOME DEPOT INC | $72.20万 | 0.29% | 2,195 | -391 | -15.1% | -$12.86万 | 减仓 |
| IJH | ISHARES TR | $81.03万 | 0.32% | 11,998 | 55 | 0.5% | $3,714 | 加仓 |
| IBDR | ISHARES TR | $82.87万 | 0.33% | 34,189 | 19,574 | 133.9% | $47.45万 | 加仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $90.60万 | 0.36% | 16,609 | 17 | 0.1% | $927 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $91.07万 | 0.36% | 1,400 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $91.96万 | 0.37% | 1,000 | -21 | -2.1% | -$1.93万 | 减仓 |
| IBDU | ISHARES TR | $94.86万 | 0.38% | 40,783 | -16,363 | -28.6% | -$38.06万 | 减仓 |
| PEP | PEPSICO INC | $100.05万 | 0.40% | 6,443 | -325 | -4.8% | -$5.05万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $101.14万 | 0.40% | 5,544 | 258 | 4.9% | $4.71万 | 加仓 |
| IWM | ISHARES TR | $102.28万 | 0.41% | 4,124 | 1,130 | 37.7% | $28.02万 | 加仓 |
| CSX | CSX CORP | $102.37万 | 0.41% | 24,937 | -539 | -2.1% | -$2.21万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $103.81万 | 0.41% | 5,953 | 893 | 17.6% | $15.57万 | 加仓 |
| IVW | ISHARES TR | $105.35万 | 0.42% | 9,314 | -29 | -0.3% | -$3,280 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $105.76万 | 0.42% | 17,993 | 17,993 | — | $105.76万 | 新建仓 |
| BAC | BANK AMERICA CORP | $113.73万 | 0.45% | 23,330 | -909 | -3.8% | -$4.43万 | 减仓 |
| CVX | CHEVRON CORPORATION | $120.03万 | 0.48% | 5,801 | 85 | 1.5% | $1.76万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $122.58万 | 0.49% | 8,487 | -2,192 | -20.5% | -$31.66万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $127.68万 | 0.51% | 2,113 | 12 | 0.6% | $7,251 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $134.82万 | 0.54% | 8,154 | 75 | 0.9% | $1.24万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $143.63万 | 0.57% | 2 | 0 | 0.0% | — | 不变 |
| MUNI | PIMCO ETF TR | $146.31万 | 0.58% | 28,035 | 18,235 | 186.1% | $95.17万 | 加仓 |
| AMZN | AMAZON COM INC | $148.77万 | 0.59% | 7,143 | 179 | 2.6% | $3.73万 | 加仓 |
| GOOG | ALPHABET INC | $158.67万 | 0.63% | 5,531 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB STRATEGIC TR | $165.54万 | 0.66% | 64,562 | -1,148 | -1.7% | -$2.94万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $179.02万 | 0.71% | 7,324 | -26 | -0.4% | -$6,355 | 减仓 |
| BX | BLACKSTONE INC | $184.95万 | 0.73% | 16,084 | -26,921 | -62.6% | -$309.57万 | 减仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $213.39万 | 0.85% | 24,772 | 24,772 | — | $213.39万 | 新建仓 |
| JAAA | JANUS DETROIT STR TR | $245.02万 | 0.97% | 48,645 | 6,030 | 14.1% | $30.37万 | 加仓 |
| IBDY | ISHARES TR | $245.16万 | 0.97% | 94,840 | -3,924 | -4.0% | -$10.14万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $281.61万 | 1.12% | 29,965 | -16,630 | -35.7% | -$156.29万 | 减仓 |
| IBDX | ISHARES TR | $300.70万 | 1.19% | 118,994 | -173,442 | -59.3% | -$438.29万 | 减仓 |
| MELI | MERCADOLIBRE INC | $305.52万 | 1.21% | 1,767 | 384 | 27.8% | $66.39万 | 加仓 |
| IVE | ISHARES TR | $320.60万 | 1.27% | 15,183 | -92 | -0.6% | -$1.94万 | 减仓 |
| FCFS | FIRSTCASH HOLDINGS INC | $355.19万 | 1.41% | 18,893 | 18,893 | — | $355.19万 | 新建仓 |
| V | VISA INC | $384.35万 | 1.53% | 12,717 | 6,607 | 108.1% | $199.69万 | 加仓 |
| KR | KROGER CO | $405.35万 | 1.61% | 56,019 | 2,763 | 5.2% | $19.99万 | 加仓 |
| JSI | JANUS DETROIT STR TR | $423.57万 | 1.68% | 82,166 | -3,390 | -4.0% | -$17.48万 | 减仓 |
| TJX | TJX COS INC NEW | $430.48万 | 1.71% | 26,956 | 3,311 | 14.0% | $52.88万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $481.59万 | 1.91% | 14,724 | 2,084 | 16.5% | $68.16万 | 加仓 |
| EME | EMCOR GROUP INC | $482.49万 | 1.92% | 6,535 | 273 | 4.4% | $20.16万 | 加仓 |
| OKE | ONEOK INC NEW | $489.84万 | 1.95% | 54,192 | -3,401 | -5.9% | -$30.74万 | 减仓 |
| AAPL | APPLE INC | $515.53万 | 2.05% | 20,313 | 346 | 1.7% | $8.78万 | 加仓 |
| CHRD | CHORD ENERGY CORPORATION | $517.44万 | 2.06% | 36,393 | 3,308 | 10.0% | $47.03万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $536.38万 | 2.13% | 13,739 | 4,663 | 51.4% | $182.05万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $555.14万 | 2.21% | 37,484 | 485 | 1.3% | $7.18万 | 加仓 |
| MTBA | SIMPLIFY EXCHANGE TRADED FUN | $587.77万 | 2.34% | 118,837 | 17,525 | 17.3% | $86.68万 | 加仓 |
| MO | ALTRIA GROUP INC | $592.82万 | 2.36% | 89,835 | -19,278 | -17.7% | -$127.22万 | 减仓 |
| VMC | VULCAN MATLS CO | $643.91万 | 2.56% | 23,647 | -3,539 | -13.0% | -$96.37万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $732.26万 | 2.91% | 24,893 | -7,556 | -23.3% | -$222.27万 | 减仓 |